Oliver Lagore Vanvalin Investment Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-414	Closed	-$20K	–	792
2023 Q4	$20K	Sell	414 -627	-60%	-$29.7K	0.01%	313
2023 Q3	$49.2K	Sell	1,041 -808	-44%	-$38.4K	0.02%	240
2023 Q2	$88.1K	Buy	+1,849	New	+$88.6K	0.03%	185

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LMBS Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 414 shares — an estimated $20K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in LMBS in Q2 2023 and held it in 3 quarters. The position peaked at $88.1K in Q2 2023. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 414 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $20K.
Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and held it in 3 quarters.
Oliver Lagore Vanvalin Investment Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $88.1K in Q2 2023.
375 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.